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Iron Mountain Inc

IRM
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001020569

In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 6 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Iron Mountain Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
711
+31 vs. Q2 2021
Shares held
228.6M
+133.0K (+0.1%) vs. Q2 2021
Total value
$9.94B
+$260.5M (+2.7%) vs. Q2 2021
New holders
73
282 more added
Sold out
42
244 more reduced

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 711 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2021: $9.94B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2021.

Institutions holding IRM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Spirit of America Management Corp13,250$576.0K0.12%+13,250New
Northwestern Mutual Investment Management Company, LLC13,147$571.0K0.01%+35+0.3%Added
Meeder Asset Management Inc12,932$561.0K0.03%−9,439−42.2%Reduced
Sigma Planning Corp12,876$559.0K0.02%−5,240−28.9%Reduced
Princeton Capital Management LLC12,854$559.0K0.18%−2,800−17.9%Reduced
Winfield Associates, Inc.12,780$555.0K0.21%+900+7.6%Added
Creative Planning12,600$547.0K0.00%−1,739−12.1%Reduced
King Luther Capital Management Corp12,525$544.0K0.00%−664−5.0%Reduced
All Season Financial Advisors, Inc.12,424$540.0K0.43%−2,116−14.6%Reduced
HM Payson & Co12,263$533.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC12,150$528.0K0.25%−300−2.4%Reduced
Integrated Wealth Concepts LLC12,160$528.0K0.02%+12,160New
Archer Investment Corp12,000$521.4K0.20%00.0%Unchanged
DCM Advisors, LLC11,963$520.0K0.20%−106−0.9%Reduced
BTC Capital Management, Inc.11,745$510.0K0.06%00.0%Unchanged
Teza Capital Management LLC11,706$509.0K0.24%−35,095−75.0%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,672$507.0K0.17%−355−3.0%Reduced
E. Ohman J:or Asset Management AB11,653$506.3K0.02%00.0%Unchanged
Ossiam11,648$506.0K0.01%−1,670−12.5%Reduced
Carroll Financial Associates, Inc.11,634$505.0K0.03%+17+0.1%Added
Pegasus Asset Management, Inc.11,575$503.0K0.23%−720−5.9%Reduced
TRUE Private Wealth Advisors11,368$500.0K0.07%−69,160−85.9%Reduced
Delta Capital Management LLC11,230$488.0K0.30%00.0%Unchanged
Alpha Cubed Investments, LLC11,210$487.0K0.04%+42+0.4%Added
Centaurus Financial, Inc.11,211$487.0K0.04%+1,928+20.8%Added
Jefferies Group LLC11,198$486.6K0.01%+11,198New
Lombard Odier Asset Management (Switzerland) SA11,582$485.0K0.03%+637+5.8%Added
Essex Financial Services, Inc.10,997$478.0K0.05%−54−0.5%Reduced
Demars Financial Group, LLC10,983$477.0K0.28%+737+7.2%Added
Fox Run Management, L.L.C.10,927$475.0K0.30%+10,927New
World Asset Management Inc10,885$473.0K0.05%−631−5.5%Reduced
Iron Financial, LLC10,895$473.0K0.23%+10,895New
Bailard, Inc.10,861$472.0K0.02%−535−4.7%Reduced
Clear Street Markets LLC10,400$452.0K0.10%+10,400New
Catalyst Capital Advisors LLC10,370$451.0K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC10,374$451.0K0.01%+10,374New
Estabrook Capital Management10,258$445.7K0.07%−2,006−16.4%Reduced
Founders Financial Alliance, LLC10,154$441.0K0.21%+1,616+18.9%Added
Advisors Capital Management, LLC10,130$440.0K0.01%+10,130New
Plimoth Trust Co LLC10,078$438.0K0.12%00.0%Unchanged
Capitolis Advisors LLC9,723$438.0K0.00%+9,723New
Atlantic Union Bankshares Corp9,990$434.0K0.04%−100−1.0%Reduced
Proequities, Inc.9,822$432.0K0.03%+225+2.3%Added
Bayesian Capital Management, LP9,900$430.0K0.12%−2,500−20.2%Reduced
Lincoln National Corp9,875$429.0K0.01%+151+1.6%Added
Illinois Municipal Retirement Fund9,835$427.0K0.02%00.0%Unchanged
B. Riley Wealth Management, Inc.9,715$422.0K0.03%−56−0.6%Reduced
Wetherby Asset Management Inc9,696$421.0K0.03%+1,215+14.3%Added
Armor Investment Advisors, LLC9,627$418.0K0.26%+200+2.1%Added
HighPoint Advisor Group LLC9,513$413.0K0.04%+9,513New
Investors Research Corp9,479$412.0K0.14%00.0%Unchanged
AMJ Financial Wealth Management9,396$408.0K0.17%+9,396New
XTX Topco Ltd9,344$406.0K0.14%+3,186+51.7%Added
Ethic Inc.9,308$404.0K0.04%−316−3.3%Reduced
Impax Asset Management Group plc9,261$402.0K0.00%+22+0.2%Added
Federation des caisses Desjardins du Quebec9,129$396.5K0.00%00.0%Unchanged
Corrado Advisors, LLC9,094$395.0K0.24%−526−5.5%Reduced
Merit Financial Group, LLC9,100$395.0K0.04%00.0%Unchanged
Wedbush Securities Inc9,083$395.0K0.02%+1,415+18.5%Added
Herold Advisors, Inc.9,000$391.0K0.15%+9,000New
Navellier & Associates Inc8,906$387.0K0.06%+8,906New
Cigna Investments Inc8,730$380.0K0.03%−87−1.0%Reduced
GM Advisory Group, Inc.8,585$373.0K0.04%−340−3.8%Reduced
Winton Group Ltd8,556$372.0K0.02%−3,352−28.1%Reduced
Krane Funds Advisors LLC8,455$367.0K0.01%−3,438−28.9%Reduced
Augustine Asset Management Inc8,448$367.0K0.20%−95−1.1%Reduced
Invst, LLC8,397$365.0K0.06%−30.0%Reduced
Atwood & Palmer Inc8,330$362.0K0.03%00.0%Unchanged
Dowling & Yahnke LLC8,302$361.0K0.02%+8,302New
Vestmark Advisory Solutions, Inc.8,223$357.0K0.02%+1,585+23.9%Added
IBM Retirement Fund8,136$354.0K0.03%00.0%Unchanged
Texas Yale Capital Corp.8,125$353.0K0.02%00.0%Unchanged
Diversified Trust Co8,099$352.0K0.01%+8,099New
H&H Retirement Design & Management INC8,189$350.0K0.22%+107+1.3%Added
Charter Trust Co8,041$349.0K0.03%00.0%Unchanged
Mackenzie Financial Corp7,985$347.0K0.00%+618+8.4%Added
Kentucky Retirement Systems Insurance Trust Fund7,904$343.0K0.04%+389+5.2%Added
Scotia Capital Inc.7,769$338.0K0.00%+402+5.5%Added
Stock Yards Bank & Trust Co7,732$336.0K0.02%00.0%Unchanged
Fiduciary Group LLC7,250$335.0K0.04%00.0%Unchanged
Raymond James Trust N.A.7,677$334.0K0.01%−1,154−13.1%Reduced
Sheets Smith Wealth Management7,580$329.0K0.04%−85−1.1%Reduced
Black Swift Group, LLC7,550$328.0K0.15%−565−7.0%Reduced
Steel Peak Wealth Management LLC7,484$325.0K0.02%−362−4.6%Reduced
Keybank National Association7,480$325.0K0.00%+866+13.1%Added
Personal Cfo Solutions, LLC7,403$322.0K0.07%+11+0.1%Added
Citizens Business Bank7,379$321.0K0.04%+768+11.6%Added
Royal Fund Management, LLC7,272$315.0K0.05%+276+3.9%Added
TBH Global Asset Management, LLC7,208$313.0K0.07%+13+0.2%Added
New England Investment & Retirement Group, Inc.7,146$310.0K0.07%+899+14.4%Added
Principle Wealth Partners LLC7,110$309.0K0.04%00.0%Unchanged
Detalus Advisors, LLC7,061$307.0K0.16%−2,467−25.9%Reduced
Van Hulzen Asset Management, LLC7,050$306.0K0.05%−700−9.0%Reduced
Redpoint Investment Management Pty Ltd7,028$305.0K0.03%−615−8.0%Reduced
Mission Creek Capital Partners, Inc.6,963$303.0K0.06%−394−5.4%Reduced
Coastal Investment Advisors, Inc.6,891$299.0K0.07%+45+0.7%Added
Park Avenue Securities LLC6,738$293.0K0.01%+404+6.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,709$292.0K0.00%−324−4.6%Reduced
Accuvest Global Advisors6,473$287.0K0.14%00.0%Unchanged
Washington Trust Bank6,579$286.0K0.03%−1,021−13.4%Reduced